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RA

Riversedge Advisors Portfolio holdings

AUM $813M
1-Year Est. Return 18.09%
This Fund
S&P 500
This Quarter Est. Return
+2.68%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$813M
AUM Growth
+$53.9M
Cap. Flow
+$42.2M
Cap. Flow %
5.19%
Top 10 Hldgs %
52.69%
Holding
400
New
84
Increased
196
Reduced
81
Closed
32
Avg Time Held Equity + Options
5 quarters
Top 10 Avg Time Held Equity + Options
10 quarters
Top 20 Avg Time Held Equity + Options
14.4 quarters
Avg Time Held Equity only
5 quarters
Top 10 Avg Time Held Equity only
10 quarters
Top 20 Avg Time Held Equity only
14.4 quarters

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$49.3M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.17M
3
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$7.03M
4
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$6.43M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$3.53M

Top Sells

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$50.6M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.32M
3
BND icon
Vanguard Total Bond Market
BND
+$4.11M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.72M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$628K

Sector Composition

Rank Sector Weight
1 Miscellaneous 71.4%
2 Technology 13.29%
3 Financials 3.47%
4 Healthcare 2.55%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VTV icon
1
Vanguard Morningstar Value ETF
VTV
$188B
$86.1M 10.59%
398,629
+2,081
+0.5% +$462K
2020 Q4
23 quarters
VUG icon
2
Vanguard Morningstar Growth ETF
VUG
$233B
$67.8M 8.33%
751,879
+563,811
+300% +$49.3M
2020 Q4
23 quarters
IDEV icon
3
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
$55.6M 6.83%
620,887
-40,768
-6% -$3.72M
2024 Q4
7 quarters
AAPL icon
4
Apple
AAPL
$5.03T
$50.6M 6.22%
151,913
-1,853
-1% -$595K
2020 Q2
25 quarters
SPYG icon
5
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.9B
$39.1M 4.82%
318,078
-5,232
-2% -$628K
2020 Q1
26 quarters
BND icon
6
Vanguard Total Bond Market
BND
$162B
$35.8M 4.4%
510,243
-57,027
-10% -$4.11M
2024 Q4
7 quarters
SCHF icon
7
Schwab International Equity ETF
SCHF
$66.5B
$29.6M 3.65%
1,078,985
-11,378
-1% -$317K
2020 Q1
26 quarters
SPYV icon
8
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$27.9M 3.43%
455,920
+377
+0.1% +$23.6K
2020 Q1
26 quarters
VEA icon
9
Vanguard FTSE Developed Markets ETF
VEA
$227B
$19M 2.33%
268,475
-418
-0.2% -$30K
2019 Q2
29 quarters
VTEB icon
10
Vanguard Tax-Exempt Bond Index Fund
VTEB
$49.9B
$17M 2.09%
357,963
+7,536
+2% +$372K
2019 Q2
29 quarters
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$188B
$16.2M 1.99%
167,304
-395
-0.2% -$39K
2022 Q3
16 quarters
JBND icon
12
JPMorgan Active Bond ETF
JBND
$8.82B
$14.9M 1.83%
290,625
+67,256
+30% +$3.53M
2026 Q1
2 quarters
VWO icon
13
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$14M 1.72%
235,719
-156,112
-40% -$9.32M
2019 Q2
29 quarters
VIOV icon
14
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.74B
$10.7M 1.32%
97,461
-1,467
-1% -$171K
2020 Q1
26 quarters
NVDA icon
15
NVIDIA
NVDA
$5.36T
$10.3M 1.26%
44,891
+3,468
+8% +$744K
2023 Q1
14 quarters
IJR icon
16
iShares Core S&P Small-Cap ETF
IJR
$102B
$10M 1.23%
73,799
+4,705
+7% +$681K
2025 Q1
6 quarters
IBIT icon
17
iShares Bitcoin Trust
IBIT
$65.6B
$9.79M 1.2%
206,895
-11,280
-5% -$455K
2025 Q1
6 quarters
IEMG icon
18
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$9.58M 1.18%
118,004
+113,991
+2,841% +$9.17M
2024 Q1
10 quarters
RSP icon
19
Invesco S&P 500 Equal Weight ETF
RSP
$96.5B
$8.98M 1.11%
43,193
-90
-0.2% -$19.5K
2021 Q1
22 quarters
MSFT icon
20
Microsoft
MSFT
$3.98T
$7.77M 0.96%
15,142
+2,445
+19% +$1.13M
2020 Q2
25 quarters
FESM icon
21
Fidelity Enhanced Small Cap Core ETF
FESM
$6.38B
$7.53M 0.93%
167,464
+7,867
+5% +$371K
2026 Q1
2 quarters
AVEM icon
22
Avantis Emerging Markets Equity ETF
AVEM
$27.5B
$7.41M 0.91%
78,803
-245
-0.3% -$22.8K
2026 Q1
2 quarters
AAPL icon
23
PUT
Apple
AAPL
$5.03T
$7.13M 0.88%
21,400
– –
2026 Q2
1 quarter
IVLU icon
24
iShares MSCI Intl Value Factor ETF
IVLU
$4.43B
$7.01M 0.86%
163,420
+8,147
+5% +$355K
2026 Q1
2 quarters
IMTM icon
25
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.19B
$6.98M 0.86%
+132,640
New +$7.03M
2026 Q3
0 quarters
1
2 3 4 5

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Riversedge Advisors's Q3 2026 Portfolio in Review

As of Q3 2026, Riversedge Advisors held 400 positions worth $813M, up 7.1% from $759M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Riversedge Advisors deployed $42.2M of net new capital in Q3 2026, opening 84 new positions and adding to 196 existing holdings. Its largest new stake was iShares MSCI Intl Momentum Factor ETF: 132,640 shares worth $6.98M.

By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 75% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Large-Cap ETF, an estimated $50.6M trimmed.

  • Riversedge Advisors's largest Q3 2026 buy was iShares MSCI Intl Momentum Factor ETF: 132,640 shares worth $6.98M.
  • Riversedge Advisors added most to Vanguard Morningstar Growth ETF in Q3 2026, an estimated $49.3M increase.
  • Riversedge Advisors's biggest Q3 2026 reduction was Vanguard Morningstar Large-Cap ETF, cutting an estimated $50.6M.
  • Riversedge Advisors fully exited Edison International in Q3 2026, selling an estimated $628K.
  • Riversedge Advisors's ten largest holdings make up 53% of its $813M portfolio in Q3 2026.
  • Riversedge Advisors opened 84 new positions and closed 32 in Q3 2026.
  • Riversedge Advisors's portfolio value rose 7.1% quarter-over-quarter to $813M.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.